Jordan Vlastuin Vlastuin
Make the Memory Financial Planning LLC · Clemmons, North Carolina
Jordan Vlastuin Vlastuin is a fee-only financial advisor at Make the Memory Financial Planning LLC in Clemmons, North Carolina, who holds the CFP credential. Jordan Vlastuin charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $10,000 a year and one-time plans from $1,500) and focuses on international & expat planning, flat-fee planning and tax planning.
Request an introduction to Jordan Vlastuin →
Specialties
Who they serve
- Cross-border families
Facts
| Firm | Make the Memory Financial Planning LLC |
|---|---|
| Based in | Clemmons, North Carolina |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $10,000 a year · One-time plans from $1,500 |
| Accepting new clients | Yes |
| Assets under management | $8.8M across 161 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 6211057 |
| Exams passed | Series 65 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | mtmplanning.com |
| Profile |
How Jordan Vlastuin's firm compares
- Ongoing planning starts at $10,000 a year, above the North Carolina median of $4,500 for fee-only firms that publish prices.
- A one-time plan starts at $1,500, below the North Carolina median of $1,950 for fee-only firms that publish prices.
- Make the Memory Financial Planning LLC's average account is about $55,000, from its Form ADV (assets managed divided by 161 accounts).
Request an introduction to Jordan Vlastuin
Tell Jordan Vlastuin a little about what you're looking for. Jordan Vlastuin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jordan Vlastuin
Is Jordan Vlastuin Vlastuin a fee-only financial advisor?
Yes. Jordan Vlastuin Vlastuin is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jordan Vlastuin's firm.
How does Jordan Vlastuin charge for financial advice?
Jordan Vlastuin charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Jordan Vlastuin charge?
According to Make the Memory Financial Planning LLC's website, checked October 28, 2026: ongoing planning from $10,000 a year; one-time plans from $1,500.
Where is Jordan Vlastuin Vlastuin based?
Jordan Vlastuin Vlastuin is based in Clemmons, North Carolina.
What does Jordan Vlastuin specialize in?
Jordan Vlastuin's specialties include international & expat planning, flat-fee planning, tax planning, equity compensation, small business owners and retirement planning. Jordan Vlastuin works with cross-border families.
What credentials does Jordan Vlastuin Vlastuin hold?
Jordan Vlastuin Vlastuin holds the CFP credential.
Is Jordan Vlastuin Vlastuin registered with the SEC?
Yes. Jordan Vlastuin Vlastuin is registered as an investment adviser representative in MA (CRD 6211057), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Make the Memory Financial Planning LLC manage?
Make the Memory Financial Planning LLC reports $8.8M across 161 accounts in assets under management.
How do I contact Jordan Vlastuin Vlastuin?
Through Jordan Vlastuin's website, mtmplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Make the Memory Financial Planning LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.